SOLUTIONS FOR TEAMS
Cruise Control
Answer the question, “what have you done for me lately?” with confidence. Create more value for your high performers who are restless and looking to you to offer more benefits.
Schedule a Strategy Session
"Cruise Control has been a home run hit among my senior advisors. It has created a value for them that goes beyond additional monetary benefits. We're really pleased with this program."
Discover your team's fastest route to success.
Schedule a Strategy SessionThis is how your advisors will thrive.
Cash Flow Mapping
This easy-to-use financial planning software will delight your high-performers by simplifying their processes, quickly qualifying prospects, and creating efficiencies.Personalized Onboarding
Don't worry, we've got this. Let us to the heavy lifting. Personalized onboarding for your advisors ensures they're set up for a simpler, more scalable process.1-on-1 On-Going Support
When your high-performers are happy, you're happy. We get it and are here to make sure it stays that way.Marketing Implementation
Let our experts take your business information, brand assets, and best practices and apply them to your advisors' personalized sales funnel.1-on-1 Coaching
To maximize the value for your advisors, lean on our experienced software and marketing coaches to accelerate growth.Community Mentors
Would you credit your success to a really great mentor? Now imagine a stadium full of them, each offering their support, unique experience, and valuable knowlege to assist your advisors on their journey to new heights.How does Cruise Control for Teams compare to our other solutions?
| On Ramp | Accelerate | Cruise Control | |
|---|---|---|---|
| Best for newer advisors that need help launching their career. | Best for established advisors that need more clients. | Best for advisors that want more clients without the additional marketing effort. | |
| Cash Flow Mapping Software | |||
| Software Onboarding | |||
| 1-on1 On-Going Software Support | |||
| Software Group Coaching | |||
| Community Mentors | |||
| Marketing Library | Limited Access | ||
| Marketing Onboarding | |||
| CFM University | |||
| Marketing Onboarding | |||
| Marketing Group Coaching | |||
| Marketing Implementation | |||
| 1-on-1 Software Coaching | |||
| 1-on-1 Marketing Coaching | |||
| Learn More | Learn More |
